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- Tasks: Provide hands-on admin support in a dynamic financial services environment.
- Company: Join a respected independent financial advice firm with a fantastic culture.
- Benefits: Starting salary of ÂŁ28,000, rising to ÂŁ30,000, plus a market-leading benefits package.
- Why this job: Gain exposure to all aspects of financial services and grow towards a Paraplanner or Adviser role.
- Qualifications: Experience in financial services administration and confident with Microsoft Office.
- Other info: Enjoy a collaborative, people-focused environment with potential for hybrid working after probation.
The predicted salary is between 28000 - 30000 ÂŁ per year.
Are you an experienced Financial Services Administrator looking for your next long-term opportunity? This is an excellent chance to join a highly respected independent financial advice firm with a fantastic culture of togetherness, teamwork and professional growth.
Based in modern, open-plan offices you’ll play a key role in providing hands‑on administrative work with exposure to all aspects of financial services, and a clear pathway to progress within the business with the potential to develop towards a Paraplanner or Adviser role in the future.
This is a full time office‑based position offering a starting salary of £28,000 (rising to £30,000 after successful 6‑month probation), alongside a market‑leading benefits package and the chance to work within a collaborative, people‑focused environment. Hybrid working will be considered upon successful completion of probation.
- Provide comprehensive administrative and technical support to Financial Advisers
- Liaise with clients, providers and advisers throughout the advice process
- Prepare cash flow modelling data and portfolio comparison analytics
- Assist with fund switches, attitude to risk questionnaires and suitability letters
- Maintain accurate and compliant client records
- Process new business applications and liaise with providers to ensure timely completion
Skills & Experience
- Experience as an administrator within a financial services environment
- Knowledge of financial services regulations and compliance advantageous
- Confident using Microsoft Office, with the ability to learn new systems
- Ability to manage data accurately and efficiently in a fast‑paced environment
About Express Recruitment
Express Recruitment has been offering exceptional recruitment solutions across the East Midlands since 1987, “exceeding expectations every time” of over 267,000 candidates.
We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations.
Vacancy Summary
Hours: Full Time, Monday–Friday
Job Type: Permanent, Office‑Based
This vacancy is being advertised on behalf of Express Recruitment Ltd. The services advertised by Express Recruitment Ltd. are those of an Employment Agency.
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Financial Services Administrator employer: Express Recruitment
Contact Detail:
Express Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this role is all about teamwork and professional growth, think of examples from your past experiences that showcase your collaborative spirit and adaptability.
✨Tip Number 3
Practice your responses to common interview questions specific to financial services. Be ready to discuss your experience with compliance and regulations, as well as your proficiency with Microsoft Office and data management.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who want to grow within a supportive environment.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant experience and skills, especially those that align with the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial services and how your background makes you a great fit for our culture of teamwork and professional growth. Keep it engaging and personal!
Showcase Your Skills: Don’t forget to showcase your administrative skills and any experience with financial regulations. We love candidates who can manage data accurately and efficiently, so give us examples of how you've done this in the past!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Express Recruitment
✨Know Your Financial Stuff
Brush up on your knowledge of financial services regulations and compliance. Being able to discuss these topics confidently will show that you’re not just an administrator, but someone who understands the bigger picture in the financial world.
✨Showcase Your Admin Skills
Prepare examples of how you've provided administrative support in previous roles. Highlight your experience with cash flow modelling, portfolio comparisons, and managing client records. This will demonstrate your hands-on experience and readiness for the role.
✨Get Familiar with Microsoft Office
Since you'll be using Microsoft Office regularly, make sure you're comfortable with it. If there are specific tools or features you know you'll need, practice using them beforehand so you can impress during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities within the firm. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
